Last updated 8/13/2024
Articles
- Innovation Hubs – Past, Present & Future
- Trying Too Hard, Financial Analysts Federation Seminar (8-9-1981)
- The Dubious Financial Impact of Impact Investing
- The (Un)Importance of Inheritance
- 10 Lessons Learned from pursueing financial independence
- New Study Disavows Marshmallow Test’s Predictive Powers
- Four Rules for Guaranteed Financial Success
- I Bonds: Taxes Are Due, but Here’s How to Boost Your Refund With a Guaranteed Great Return
Calculators
- Amortization Calculator
- Calculator.com
- Compound Interest Calculator
- Finance Calculator
- Financial Calculators
- Mortgage Calculator
- Miscellaneous Calculators (list)
- Calculatorsoup.com
- The Calculator Site
- Reverse Mortgage Calculator
- Reverse Mortgage Calculator
Crypto Resources
- Cryptocurrency Is a Giant Ponzi Scheme
- The Inevitability of Trusted Third Parties: Search for a crypto use
Economics
- Federal Reserve Economic Data
- US Stock Market Trends (Trading Economics)
Finance
- Google Finance
- Free Tools To Help You Manage Your Money (Investopedia)
Income
- Housing Returns in Big and Small Cities
- Earning from History? Financial Markets and the Approach of World Wars
Interest rates
Investments and Investing
- 8 Of The Biggest Investing Myths
- Periodic Table of Investment Returns
- Quilt charts: Asset class, sector and fixed income performance past 10 years
- Does China think long-term while America thinks short-term?
- J.P. Morgan Guide to the Markets
- SEC/EDGAR (Search Company Filings)
- Investor.gov | Overview of Investment Products
Resources
- Resources (Financial Architects)
Retirement Accounts
- Ruminations on Roth vs. Traditional IRAs
- IRS Regulations on Inherited IRA RMDs (2/24/2022) | Summary (Ed Slott)
- The Most Important Financial Goal in Retirement Isn’t What You Think
- Required Minimum Distribution Calculator (Investor.gov)
- Retirement Planning (ezelderlaw.com)
- IRS Retirement Topics – IRA Contribution Limits
- Roth IRAs (IRS)
- Designated Roth Account (IRS)
- Plan Sponsor’s Responsibilities (IRS)
- Retirement Savings Contribution Credit (IRS)
- Retirement Plans for small entities and self-employed (IRS)
- Have you had your retirement plan checkup this year (IRS)
- Required Minimum Distribution Worksheets (IRS)
- Retirement topics – Death (IRS)
Securities and Exchange Commission
Services
- TASC (third party benefits administrator)
Taxes and Tax Planning
- Don’t Throw Away a $12.06M Estate Tax Exemption by Accident
- Publication 554, Tax Guide for Seniors
- Publication 559, Survivors, Executors and Administrators
- Apply online for a taxpayer identification number (EIN)
Valuation
